UKI SMB
Sage 200 v2015
New Features
Name & job role
Date
Sage 200 v2015 New Features
Introduction
Where did the ideas come from?
 Biggest overhaul and strongest release since the product first
debuted
 Spent a lot of time engaging with customers and collating their
feedback which helped shape the new features in Sage 200 2015.
 This, plus feedback from prior releases, pre-release versions, and
customer wish lists has assisted in developing the final product
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Overview
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New Home Page
New Menu System
New Favourites and Frequently Accessed
Improved List views
New Summaries
New Excel Reporting
Fixed Assets
Work in Progress
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Sage 200 v2015 New Features
New: Home Page
 Customer feedback suggested that Sage 200 needed modernising in terms
of performance and usability.
 The first screen customers will notice is the new Desktop with quick-links to
modules and forms, and the help files.
 Can change “Themes” by clicking on Settings > Preferences
 Homepage favourites allow users to access the pages they’ve previously set
as “Favourite.”
 Frequently Accessed automatically suggests favourites depending on the
weekday.
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Sage 200 v2015 New Features
New: Menu System
 So much has already changed within the User Interface that we didn’t want
to change the menu structure; however, the new menu system makes
navigating this structure much easier.
 The Search menu options allow users to find specific modules and forms by
searching.
 The same search can be used to find fields deeper within the product, for
example: BACS can be searched to find the BACS field within a bank
account form.
 Right clicking list views, workspaces, and process maps allows users to
“Make this my homepage.”
 The menu is editable by selecting “Edit Menu” at the top-right corner of the
menu system.
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Sage 200 v2015 New Features
New: Favourites and Frequently Accessed
Favourites:
 The Star in the top-right corner of every dialogue is the Favourites option.
 This allows users to populate a common “Favourites” list within the
menu to speed up processing.
Frequently Accessed:
 Frequently Accessed automatically suggests forms depending on the
weekday.
 If you typically authorise purchase orders on a Wednesday and enter bank
payments on a Friday, the program will show you these forms in the
“Frequently Accessed” on the respective day.
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Sage 200 v2015 New Features
Improvement: List Views
 The Sage 50 toolbar will make navigation and processing much easier for
migrated customers.
 Filters can be used to reduce the size of viewable data.
 These filters can be saved and shared across different users.
 Similar to Sage 50, the “Search List” option allows users to search for any
text displayed within the list.
 Columns can be added or removed and added as required to maximise
the effect of “Search List.”
 As regularly requested, Sage 200 now utilises the total calculator below the
list. This calculates the number of rows and values of any records
highlighted.
 Customers can now view separate lists side-by-side by right-clicking a
different list and selecting “Open in New Window.”
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Sage 200 v2015 New Features
New: Summaries
 The Summary screens were developed with decision makers in mind.
 Summaries give customers a single graphical view with drill-downs of sales,
purchases, orders, and financials.
 There are plans to expand this further into the remaining modules
 Can be accessed remotely on mobile devices
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Sage 200 v2015 New Features
New: Excel Reporting
 Excel reporting is a very powerful reporting tool which utilises the
functionality of Excel. The reports contain pre-configured “Slicers” and filters
to maximise analysis.
 When new information is added to Excel (E.g. Graphs, Pivot Tables,
Formulas), these can be saved so the reports can be re-run with new data.
 This bridges the gap between pre-configured and ad-hoc reporting.
 Sage will be offering a set of workbooks for customers to subscribe to, and if
they like the functionality, they can purchase additional reports.
 This works with Sage 200 On Premise or Online
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Sage 200 v2015 New Features
New: Fixed Assets
 The Fixed Assets module allows customers to enter their assets, input the
bought cost, and select a depreciation method.
 Depreciation is then posted by the customer at period end in order to
calculate the Profit and Loss and Balance Sheet accurately.
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Sage 200 v2015 New Features
New: Work in Progress
 Projects can last for many months, and revenue is typically received at the
end, or at pre-defined periods.
 Currently, costs are processed in the Profit and Loss, showing inflated
periods of loss and profit.
 Work in Progress allows you to process costs to the WIP nominal code
(Balance Sheet). When the revenues are posted to Profit and Loss, the
costs are moved from the Balance Sheet to the Profit and Loss.
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